Robin Postler Email & Phone Number

Kenwood, Ohio

Comprehensive financial assistance to Wealth Management Clients.

• Facilitated, coordinated and created training and materials for all Sales, Fixed Income, 401(k)K Rollover Retention Sales group, Brokerage and 40(k) New Hire Associate Representatives.• Facilitated the roll out of Relationship Strategy to all Managers and Representatives in the Phone Site.• Proactively refined training piece of Retirement 401(k) Sales Representatives new hire curriculum, eliminating 2 weeks thereby increasing productivity of group.• Coordinated team compliance… Show more • Facilitated, coordinated and created training and materials for all Sales, Fixed Income, 401(k)K Rollover Retention Sales group, Brokerage and 40(k) New Hire Associate Representatives.• Facilitated the roll out of Relationship Strategy to all Managers and Representatives in the Phone Site.• Proactively refined training piece of Retirement 401(k) Sales Representatives new hire curriculum, eliminating 2 weeks thereby increasing productivity of group.• Coordinated team compliance initiatives and inner-team training, increasing efficiency in attaining team goals. • Developed and maintained relationships with business partners such as Managers, Directors, Mentors and Subject Matter Experts to produce fully engaged and prepared participants as quickly as possible.• Worked with project managers to keep taxable information current and ensure that all trainees were informed of changes. Show less

• Ranked in the top 10% nationally in sales and 1st in site in outside assets.• Achieved excellent customer interaction scores, exceeding 85% adherence, for inbound and outbound calls.• Mentored new hires to team through side-by-side call monitoring and coaching.• Recognized for excelling in time management skills in organizing book of business, follow ups, call backs, and outbound calling through individual use of spreadsheets and tracking tools.

• Ranked 1st locally and 3rd nationally in 2005 for Fixed Income Sales (outside assets).• Thrived with ever changing suitability guidelines, guidance roles, and pricing changes in fixed income environment, maximizing sales while ensuring compliance.• Competitive in all sales campaigns and coordinated key campaign events, retaining in 2003 $16 million in assets and generating over $300,000 in Fixed Income commissions.• Identified need for and created excel spreadsheet for tracking… Show more • Ranked 1st locally and 3rd nationally in 2005 for Fixed Income Sales (outside assets).• Thrived with ever changing suitability guidelines, guidance roles, and pricing changes in fixed income environment, maximizing sales while ensuring compliance.• Competitive in all sales campaigns and coordinated key campaign events, retaining in 2003 $16 million in assets and generating over $300,000 in Fixed Income commissions.• Identified need for and created excel spreadsheet for tracking purposes to capture outside assets.• Maintained working relationship with other Fidelity business partners, (High Net Worth, Outbound Sales, 401K Rollover Retention Sales and Branches across the US) to utilize fixed income options in gathering assets, presenting changes in pricing, and sharing sales and guidance best practices. Show less

• Achieved 100% trading accuracy.• Selected to serve in Help Desk role for 6 months, facilitating escalated calls and margin sell outs during major downturn in market.